TOP NEWS: Week 11/23 – 11/29

Weekend 11/28 & 11/29

A critical shift is taking place in China ― and it could have brutal consequences – businessinsider
The European Central Bank is expected to roll out its big guns this week – businessinsider
Russia Retaliates: Putin Reveals Sanctions Against Turkey – Zerohedge
Black Friday store sales fell this year as Americans bought more online – businessinsider
Which Assets Have Priced In A Chinese Economic Collapse? Barclays Explains – Zerohedge
Here’s what Wall Street is predicting for the stock market in 2016 – businessinsider
Russia Sends 10,000 AK-47s To Afghanistan As Government Mulls “Inviting” Moscow To Help Fight “Terrorists” – Zerohedge

Friday 11/27

UK GDP growth figures released – business live – guardian
“Mysterious” Fire Hits Argentine Ministry Of Finance, Destroys Years Of Prior Regime’s Files – Zerohedge
Piketty Says Russia Robbed of Bigger Reserves by Capital Flight – Bloomberg
Euro-Area Confidence at Highest in 4 Years as ECB Mulls Stimulus – Bloomberg
What can the GST do to economy, markets really – economictimes
China shares plunge 4% as brokers probed – Marketwatch
China Regulator Bans Brokers From Financing With Derivatives – Bloomberg
China’s Bond Stresses Mount as Two More Companies Flag Concerns – Bloomberg
China Fishery Missed Loan Payment Earlier This Month, S&P Says – Bloomberg
Japan Spending Slumps as Unemployment Hits 20-Year Low – nyt
5 Things to Know About Japan’s Stimulus Package – wsj



Thursday 11/26

Euro weakens as investors bet on fresh ECB stimulus – business live
BHP Shares Slide as UN Probe Says Samarco Spill `Toxic’- Bloomberg
Goldman: Why Europe will outperform – cnbc
Russia seeks economic revenge against Turkey over jet – Reuters
Indian gold demand seen falling to eight-year low in festive quarter – Reuters
Brazil Hedge Fund Star Looks Elsewhere for His Next Big Bet – nyt
Copper Faces at Least Two More Years of Pain, Rio Estimates – Bloomberg
Copper prices rally on reports China will probe short selling – Marketwatch
Records Abound in European Bonds as ECB Feeds Negative Yields – Bloomberg
The Turkish Wild Card in Syria That Russia and U.S. Both Need – Bloomberg
China Announces Military Overhaul to Make Army More Combat Ready – Bloomberg
HSBC Sees Pain Giving Way to Gains in Emerging Bonds Next Year – Bloomberg
Malaysian Bonds Rise as Default Risk Drops on 1MDB Asset Sales – Bloomberg
China’s Bond Market Bull Run Seen Lasting for Record 10 Quarters – Bloomberg
Why markets see next week as among most important of year – cnbc
If “Everything’s Awesome” Why Did Aussie CapEx Just Collapse By The Most In Its 30 Year History – Zerohedge


Wednesday 11/25

UMich Survey Director: We’re Witnessing the Decline of American Economic Aspirations – Bloomberg
Guest Post: Why Is The US Hanging Turkey Out To Dry? – Zerohedge
U.S. Dollar & Divergent Global Central Bank Policies – wisdomtree
How Brazil’s Banking Golden Boy, Arrested in Rio, Built an Empire – Bloomberg
To Junk Bond Traders “It Almost Feels Like 2008” – Zerohedge
UBS: The next big investment theme could be a cancer – businessinsider
Sweden Warns Of Dire “Consequences” From Massive Housing Bubble, Heavily Indebted Households – Zerohedge
Europe’s central banks in quandary as Fed tightening nears – Reuters
Here Comes “QE For Metals” – China’s Desperate Commodity Sector Demands A State Bailout – Zerohedge
HSBC’s King Says China Holds the Key to an Oil Rebound – Bloomberg
“There Are No More Dollars In The Central Bank”: Argentina’s New President Confronts Liquidity Crisis – Zerohedge

Brazil Petrobras Arrests: Sign Of Deeper Crisis, Contagion? – barrons
Atlanta Fed Slashes Q4 GDP Forecast – Zerohedge
ECB Warns Asia Risks Rising as Fed Liftoff Tests Stability – Bloomberg
Consumer Confidence Is Plunging (& Soaring) As Democrats, Full-Time Workers Comfort Collapses – Zerohedge
US Services Economy Surges To 7-Month Highs (As Manufacturing Hits 2 Year Low) – Zerohedge
NATO survived Cold War, but downed Russian fighter provides biggest threat – cnn
US Consumers Hunker Down: Personal Spending Misses; Savings Rate Soars To Highest Since 2012 – Zerohedge
Durable Goods Orders Signal Recession With 7th Consecutive Drop – Zerohedge
`Tremendous Pressure’ Seen Prompting Spanish Bank Merger Round – Bloomberg

Russia-Turkey Tensions Spotlight Those Stocks With Most to Lose – Bloomberg

ECB Says QE Program to Be Suspended Over December Holiday Period – Bloomberg

Ten Billion Reasons Why Russia Will Balk at Curbing Turkey’s Gas – Bloomberg
Why London property isn’t in a bubble – cnbc
How is this not World War III? – cnn
Iron Ore Rout Deepens as Rising Supply, Weaker Demand Feed Glut – Bloomberg


Tuesday 11/24

German growth dragged down by weak trade – business live – guardian
The little-known group at the center of the Turkey-Russia crisis – vox
Yes, Banks Will Be Fine When the Fed Hikes Rates – barrons
Argentina Outlook Improved After Election, But Debt Looms, Moody’s Says – barrons
Indian giants GVK, Hindustan upbeat on Modi’s infrastructure push – cnbc
Elite funds prepare for reflation and a bloodbath for bonds – telegraph
War on Islamic State Brings $50 Billion Europe Defense Boost – Bloomberg
Distressed-Debt Losses Worst Since 2008 – “It’s Not Just Energy, It’s Everything” – Zerohedge
Presenting SocGen’s 5 Black Swans For 2016 – Zerohedge
Richmond Fed Shows 3rd Monthly Decline As Wages Crash Most In 4 Years – Zerohedge
Goldman Sachs: No stock market gains in 2016 – cnbc
From Hope To Nope – Consumer Confidence Crashes To 14-Month Lows – Zerohedge
Bank of America: The S&P 500 Is Going to Hit 3,500 by the Year 2025 – Zerohedge
Fund managers gloomiest on emerging markets in at least 14 years – Marketwatch
Case-Shiller Home Prices Rise At Fastest Pace In 6 Months (Despite NAR Reporting Falling Prices) – Zerohedge
Turkish F-16s Shoot Down Russian Su-24 Warplane Near Syria Border – Zerohedge
U.S. third-quarter GDP growth raised to 2.1% – Marketwatch
Q3 GDP Revised Higher As Inventories Surge Again, Personal Consumption Disappoints – Zerohedge
Boom in Japan leveraged ETFs exposes market risk – scmp
Europe must tackle bad loans to recover: IMF – cnbc
Europe has a new worry – businessinsider
Death of Deflation Looms in 2016 for Those Watching Core Prices – Bloomberg
Russian Stocks Drop Most in World After Turkey Shoots Down Jet – Bloomberg
Lira Drops With Stocks After Turkey Shoots Down Russian Jet – Bloomberg
German Business Confidence Increases in Sign of Robust Economy – Bloomberg
Paris Suffers Slump in Christmas Bookings After Terror Attacks – Bloomberg
Germany Relied on Domestic Demand for Growth in Third Quarter – Bloomberg

Australia Cuts Potential GDP Growth to 2.75% as Population Slows – Bloomberg
Yuan Trades Near Three-Month Low as Investors Wait for IMF Vote – Bloomberg
Japan: Production increases at sharpest pace since March 2014 – markit
Canadian Mutual Fund Stalwarts IGM, AGF Join Growing ETF Parade – Bloomberg
Bank of America: The ‘Great Divorce’ Between the World’s Two Largest Economies Will Drive Currency and Rates Markets in 2016 – Bloomberg



Monday 11/23

Copper and oil slide as commodity rout deepens – business live – guardian
Happy Holidays for Risk Assets – guggenheim
Goldman: Hedge Funds’ Favorite Stocks Have Had a Terrible Few Months – Bloomberg
Revenue will be king for stocks in 2016 – businessinsider
Investing Opportunities as Central Banks Diverge – BlackRock
German economy to slow next year: IW institute – Marketwatch
India Becomes World’s Fastest Growing Economy: What Investors Need to Know – schwab
Turkey ‘turning away all Syrians who try to cross border’ – telegraph
10 dividend stocks for 2016 with yields up to 15.6% – Marketwatch
Dollar hits 7-month high vs. euro on December rate-hike expectations – Marketwatch
YELLEN TO RALPH NADER: An ‘overly aggressive increase in rates’ would be bad – businessinsider
How long will commodity slump last? Ask China – Marketwatch
US Manufacturing PMI Collapses To 2 Year Low As New Orders, Employment Slow – Zerohedge
Emerging Markets Today: Argentina Election, Mexico Peso Pressure & Saudi Oil Statement – barrons
Copper, Nickel hit multi year lows – etftrack
RBS fears UK recovery will be wrecked by Brexit vote uncertainty – telegraph
GOLDMAN: The Fed will hike 4 times in 2016 – businessinsider
S&P 500 Profits Fall $25 billion in First Three Quarters of 2015 – Bloomberg
Copper continues to slump, slips below $4,500 for first time since 2009 – Marketwatch
Masters of the Finance Universe Are Worried About China – Bloomberg
Oil Reverses Loss as Saudi Arabia Repeats Readiness to Cooperate – Bloomberg
El Niño May Warm U.S. Economy in Early 2016, Halting Slumps – Bloomberg
BAML: Get ready for the biggest Chinese devaluation in more than 20 years – businessinsider
Oil Deal of the Year: Mexico Set for $6 Billion Windfall – Bloomberg
London is now the most difficult place in Britain to sell a house – businessinsider
French economy already hurting from attacks, survey finds – ap

Euro Area’s Negative-Yielding Debt Tops $2 Trillion on Draghi – Bloomberg
Pfizer set to buy Allergan for more than $150 billion – sources – Reuters
Chinese Stocks Fall on Restart of IPOs as Guotai Junan Slumps – Bloomberg
European Business Index Points to Strongest Economy Since 2011 – Bloomberg
Eurozone growth and job creation hit four-and-a-half year highs – markit
Germany: Solid growth in service sector lifts Composite Output Index to 3-month high – markit
French output rises at slowest rate in three months – markit

Commodity Slump Deepens as Dollar Gains; Materials Stocks Slide – Bloomberg
Copper Futures Crash Close To ‘1’ Handle Amid Record 14th Daily Drop In A Row – Zerohedge
Argentina Elects Pro-Business President; Big Change Expected – Bloomberg
Devaluation Bets Push Yuan to Three-Month Low as Fixing Weakened – Bloomberg
Markets open in Asia today (Monday) – forexlive
Cut Oil Supply or Drop Riyal Peg? Saudis Face ‘Critical’ Choice – Bloomberg
Deutsche Bank Said Planning 1,000 London Job Cuts: Sunday Times – Bloomberg
Mexico’s president, who piloted many reforms, has proved incapable of reacting to events – economist
Epic oil glut sparks super tanker ‘traffic jams’ at sea – cnn
ETHO: new Fossil-Free ETF by Etho Capital – etftrack
HGSD: new Global Hedged SmallCap Dividend ETF by WisdomTree – etftrack

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